Inverness Graham Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Inverness Graham Investments has acquired 6 companies. It has also invested in 1 other.

Inverness Graham Investments’ most common sectors for investment aremanufacturing (14%) and medical products (14%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (45%) and secondary buyout (17%). In total, Inverness Graham Investments has invested in 23 US states. Its largest (disclosed) acquisition occurred in 2007 when it acquired Inventus Power for $63M.

In the last 3 years, Inverness Graham Investments has exited 3 companies. The Firm’s most common exit type is trade sale (53%). Inverness Graham Investments’ largest (disclosed) exit occurred in 2015 when it sold AdvancedCath for $190M.

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M&A Summary

  • M&A Total Activity53
    • M&A Buy Activity36
    • M&A Sell Activity17
  • Total Sectors Invested 19
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 17
  • M&A Advisors 5

Inverness Graham Investments

Inverness Graham Investments

3811 West Chester Pike, Building 2, Suite 100,
Newtown Square, Pennsylvania 19073
United States
(610) 722-0300
www.invernessgraham.com
ir@invernessgraham.com

Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $20 to $80 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.


Investment Criteria

Sectors of Interest: Aerospace, Automotive, Beverages, Building Materials, Business Services, Chemicals, Consumer Products, Consumer Services, Defense, Distribution, Electrical Equipment, Electronics, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Manufacturing, Medical Products, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA 2 20
Investment Size 20 80
Enterprise Value 20 75
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (2.0/yr) # 26 3 1 2 2 2 36
vol $80M $80M
Sell (0.8/yr) # 13 1 - 1 - 2 17
vol $332M $332M
  53

Most Recent M&A

Company Date Value Type
My Yield 2024-06-06 - Recapitalization
Oelwein, Iowa · www.empoweringfarmers.com
SwipeClock LLC 2024-05-15 - Trade Sale
South Jordan, Utah · www.swipeclock.com
BenefitHub, Inc. 2024-04-10 - Buyout (LBO, MBO, MBI)
New York City, New York · www.benefithub.com
Syntrio, Inc. 2024-01-09 - Trade Sale
Northbrook, Illinois · www.syntrio.com
Innovia Medical LLC 2023-04-04 - Secondary Buyout
St. Paul, Minnesota · www.innoviamedical.com
Treat Planet LLC 2023-01-25 - Recapitalization
Earth City, Missouri · www.treatplanet.com
Custom Agronomics, Inc. 2022-10-03 - Buyout (LBO, MBO, MBI)
Palm City, Florida · www.customagronomics.com
SupplyLogic WebbMason 2022-09-26 - Secondary Sale
Kansas City, Missouri · www.supplylogic.com
Concord Servicing Corp. 2022-03-15 - Growth Capital
Scottsdale, Arizona · www.concordservicing.com
Electron Microscopy Sciences 2021-01-13 - Buyout (LBO, MBO, MBI)
Hatfield, Pennsylvania · www.emsdiasum.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (13%) - 5 (14%) -
Medical Products 3 (20%) - 5 (14%) -
Business Services - - 4 (11%) 14M (17%)
Software 1 (7%) - 3 (8%) 3M (4%)
Information Technology 2 (13%) - 3 (8%) -
Electrical Equipment 1 (7%) - 2 (6%) 63M (79%)
Internet Software and Services 1 (7%) - 2 (6%) -
Building Materials - - 1 (3%) -
Chemicals 1 (7%) - 1 (3%) -
Communications - - 1 (3%) -
Consumer Services 1 (7%) - 1 (3%) -
Defense - - 1 (3%) -
Electronics - - 1 (3%) -
Financial Services 1 (7%) - 1 (3%) -
Healthcare Services - - 1 (3%) -
Life Science 1 (7%) - 1 (3%) -
Machinery 1 (7%) - 1 (3%) -
Marketing - - 1 (3%) -
Test/Measurement Equipment - - 1 (3%) -
Total 15 - 36 $80M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 36 (100%) 80M (100%)
  California 1 (7%) - 5 (14%) 14M (17%)
  Illinois - - 4 (11%) 63M (79%)
  Missouri 1 (7%) - 3 (8%) -
  Minnesota 2 (13%) - 2 (6%) -
  Wisconsin 1 (7%) - 2 (6%) -
  Iowa 1 (7%) - 2 (6%) -
  Florida 1 (7%) - 2 (6%) -
  Pennsylvania 1 (7%) - 1 (3%) -
  North Carolina 1 (7%) - 1 (3%) -
  New York 1 (7%) - 1 (3%) -
  Maryland 1 (7%) - 1 (3%) -
  Maine 1 (7%) - 1 (3%) -
  Kansas 1 (7%) - 1 (3%) -
  Georgia 1 (7%) - 1 (3%) -
  Arizona 1 (7%) - 1 (3%) -
  Texas - - 1 (3%) 3M (4%)
  Virginia - - 1 (3%) -
  Utah - - 1 (3%) -
  Ohio - - 1 (3%) -
  Massachusetts - - 1 (3%) -
  Connecticut - - 1 (3%) -
  Colorado - - 1 (3%) -
  Alabama - - 1 (3%) -
Total 15 - 36 $80M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (47%) - 16 (44%) 3M (4%)
Secondary Buyout 3 (20%) - 6 (17%) -
Recapitalization 2 (13%) - 5 (14%) 63M (79%)
Growth Capital 2 (13%) - 5 (14%) -
Venture 1 (7%) - 3 (8%) 14M (17%)
Consolidation - - 1 (3%) -
Total 15 - 36 $80M

Exits by Deal Type

Type Total # Value
Trade Sale 7 (41%) 100M (30%)
Secondary Sale 7 (41%) -
Trade Sale - Public Company 2 (12%) 232M (70%)
Merger 1 (6%) -
Total 17 $332M

Top M&A Advisors

Financial Deals
William Blair
 1
Houlihan Lokey
 1
Legal Deals
Paul Hastings
 5
Faegre Drinker Biddle & Reath
 2
Drinker Biddle & Reath LLP
 1

Deal Values

buy # Total
< $100M 3 $80M
TOTAL $80M
Largest Inventus Power
$63M (2007-10-19)
sell # Total
$100M to $1B 1 $190M
< $100M 2 $142M
TOTAL $332M
Largest AdvancedCath, Inc.
$190M (2015-04-10)

M&A Connections

Deals
Acquired from
Investor(s)
17%
6 (17%)
Exited to
Investor(s)
41%
7 (41%)
Strategic(s)
59%
10 (59%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

1.0B USD

Established

2003

Specialist/Generalist

Generalist

Leadership

Scott Kehoe

Co-Founder & Managing Principal

Kenneth Graham

Co-Founder, Chairman & Senior Managing Principal

Steven Wood

Co-Founder, Vice Chairman & CEO

John Reilly

CFO

Aliya Khaydarova

Managing Principal

FAQ

When was Inverness Graham Investments founded?

Inverness Graham Investments was founded in 2003.

What type of investor is Inverness Graham Investments?

Inverness Graham Investments is a private equity firm.

Where is Inverness Graham Investments headquartered?

Inverness Graham Investments is headquartered in Newtown Square, Pennsylvania.

How much capital does Inverness Graham Investments have under management?

Inverness Graham Investments has 1.0B USD under management.

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